See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,210 | $99,020-39.2% | $86,590-30.5% | $147,584-59.2% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 7.19% | 1312.34%-1305.1pp | 964.84%-957.7pp | 578.55%-571.4pp |
| Employer contribution / active EE | $601 | $3,132-80.8% | $2,839-78.8% | $4,876-87.7% |
| Participant deferral / active EE | $2,329 | $3,972-41.4% | $3,609-35.5% | $5,439-57.2% |
| Admin fee / account holder | $12,771 | $5,710+123.7% | $4,906+160.3% | $10,885+17.3% |